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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
826
Capital Advisors Ltd
Ohio
$2K
FMP
827
Financial Management Professionals
Texas
$2K
VNA
828
Valley National Advisers
Pennsylvania
$2K +$377 +5 +25%
RMC
829
Resources Management Corp
Connecticut
$2K +$1.88K +25 New
PPC
830
Park Place Capital
Alabama
$1.93K
AWM
831
Able Wealth Management
New Jersey
$1.89K +$1.81K +24 New
SL
832
Salomon & Ludwin
Virginia
$1.77K
DF
833
Dunhill Financial
United Kingdom
$1.73K +$1.66K +22 New
TFM
834
TFC Financial Management
Massachusetts
$1.53K
Kayne Anderson Rudnick Investment Management
835
Kayne Anderson Rudnick Investment Management
California
$1.51K +$1.36K +18 New
AT
836
Arlington Trust
Alabama
$1.45K +$1.36K +18 New
CT
837
Colonial Trust
South Carolina
$1.29K +$1.21K +16 New
IHWM
838
Iron Horse Wealth Management
Iowa
$965
TWP
839
TFO Wealth Partners
Ohio
$723 -$1.66K -22 -71%
AWM
840
AllSquare Wealth Management
New York
$643
TIM
841
Tortoise Investment Management
New York
$643
WWM
842
Wolff Wiese Magana
California
$402
IWA
843
IBEX Wealth Advisors
New Jersey
$340 +$301 +4 New
CTA
844
Colonial Trust Advisors
South Carolina
$322
EWM
845
Evermay Wealth Management
Virginia
$322 +$301 +4 New
FSWA
846
Financial Synergies Wealth Advisors
Texas
$304
TAM
847
Tucker Asset Management
Colorado
$241
CP
848
Castleview Partners
Texas
$161 +$151 +2 New
KWAG
849
Kiely Wealth Advisory Group
North Carolina
$87 +$75 +1 New
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81 +$75 +1 New

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.